Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Diwali Decoration Items Diwali Decoration Items

INVESCO INDIA ULTRA SHORT DURATION FUND vs HSBC Ultra Short Duration Fund compare

Link copied to clipboard!

tortoise-icon INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Invest Now

tortoise-icon HSBC Ultra Short Duration Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth HSBC Ultra Short Duration Fund - Regular Growth
Fund INVESCO INDIA ULTRA SHORT DURATION FUND - Growth HSBC Ultra Short Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹1231 Cr ₹2496 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2010 29 Jan 2020
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Ultra Short Duration Debt Index B-I CRISIL Ultra Short Duration Fund AI Index
Turn Over 24% 54%
Expense Ratio 0.79 0.47
Manager Krishna Venkat Cheemalapati Jalpan Shah
ISIN Code INF205K01TM0 INF336L01OW1
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Month 0.5% 0.53%
6 Month 3.17% 3.24%
1 Year 7.11% 7.19%
3 Year 7.02% 7.17%
5 Year 5.49% 5.76%

SIP Return Analysis

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth HSBC Ultra Short Duration Fund - Regular Growth
6 Month 1.45% 1.49%
1 Year 6.75% 6.87%
3 Year 7.08% 7.19%
5 Year 6.44% 6.63%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Year 7.44% 6.29%
3 Year 7.37% 5.57%
5 Year 7.38% 5.68%

Risk Management

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth HSBC Ultra Short Duration Fund - Regular Growth
Standard Deviation 0.31% 0.25%
Sharp 0.76% 1.57%
Beta 3.57% 2.89%
Alpha -0.71% -0.37%

Fund Managers

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth HSBC Ultra Short Duration Fund - Regular Growth
Name Krishna Venkat Cheemalapati Jalpan Shah
Total AUM ₹24743 Cr ₹16521 Cr
Funds Managed 19 6
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth HSBC Ultra Short Duration Fund - Regular Growth

Market Cap

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

HSBC Ultra Short Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

HSBC Ultra Short Duration Fund - Regular Growth

Others 100 100

Top Comparisons

Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth

3Y Returns22.32%

VS

Axis Multi Factor FoF Passive - Regular Plan - Growth Option Axis Multi Factor FoF Passive - Regular Plan - Growth Option

3Y Returns14.08%

Compare Now

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns17.33%

VS

Mahindra Manulife Focused Fund - Regular Plan - Growth Mahindra Manulife Focused Fund - Regular Plan - Growth

3Y Returns20.08%

Compare Now

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

3Y Returns22.06%

VS

Axis Nifty 100 Index Fund - Regular Plan - Growth Option Axis Nifty 100 Index Fund - Regular Plan - Growth Option

3Y Returns14.58%

Compare Now

Mahindra Manulife Low Duration Fund - Regular Plan - Growth Mahindra Manulife Low Duration Fund - Regular Plan - Growth

3Y Returns7%

VS

HSBC Low Duration Fund - Regular Growth HSBC Low Duration Fund - Regular Growth

3Y Returns7.76%

Compare Now
Add to Cart Successfully